Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
Investment Management Operations
00:00
Evolving Finance Through Technology
This chapter narrates the career transformation of an individual from finance to technology and analytics, highlighting their experiences during the financial crisis and innovative roles at Prime Buchholz. It emphasizes the development of the Prime Plus platform, which enhances client access to real-time portfolio data and documents, showcasing a significant shift from traditional methods to digital solutions. The chapter also explores the positive impact of this technology on employee efficiency and client satisfaction, especially in the context of remote work.
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